With the US earnings season if full swing we highlight eight graphs which offer a compelling insight into reporting patterns.

Beat the Street: how get ahead of the Q3 earning surprises

Gaining an information advantage in the US is near impossible. Estimize, which anonymously crowdsources earnings estimates from Wall Street professionals, attempts to offer one way to do so. Since this year, member predictions’ beat the Street 77% of the time – for instance, Intuitive Surgical, above.

Leave a comment!

EBay has consistently surprised to the upside of both Wall Street and Estimize predictions, but the latter has come closer to factoring in the good news. The auction site has done a better job than many of its rivals in capturing mobile users – which drove a 23% increase in Q2 revenue.

Leave a comment!

Microsoft has been stronger than analysts expected, and while not immune to market gravity, Estimize users tipped earnings to fall more slowly than more widely expected. Even on mainstream estimates the stock is not
ambitiously priced at 14.5 times earnings versus a sector average of 16.

Leave a comment!

Short interest in biotech sector stocks such as Alexion Pharmaceuticals has risen on cyclicality this year, and while positive surprises have routed some of the bears, there remains outstanding interest in the company. A Q3 surprise could provide further upward impetus via a round of short covering.

Leave a comment!

Netflix has proved to be a moving target this year, as analysts attempted to understand the impact of the end of its exclusive film distribution
deal, domestic US saturation and overseas potential. Estimize users have proved better at predicting the downside surprises than the upside.

Leave a comment!

Biotech business Amgen has rocketed in 2012, with a 55% year-to-date gain versus 10.96% on the Dow Jones Industrial Average. While Estimize users were some way short of anticipating the kind of explosive growth it has venjoyed, they got a lot closer than the Wall Street consensus.

Leave a comment!

Displaying an unusually broad spread of divergence, Estimize overshot Amazon earnings at the end of 2011 while the consensus undershot, although the more optimistic prediction was the more exact. Since then Wall Street and Estimize have each won a quarter, with the Street expecting a weak Q3.

Leave a comment!

Estimize users have been almost exactly on the money on VMware, which produces software allowing computers to run multiple operating systems, versus the more downbeat consensus this year. Q2 earning strength wasdriven by acquisitions and aftermarket servicing performance.

Leave a comment!

Gaining an information advantage in the US is near impossible. Estimize, which anonymously crowdsources earnings estimates from Wall Street professionals, attempts to offer one way to do so. Since this year, member predictions’ beat the Street 77% of the time – for instance, Intuitive Surgical, above.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Gaining an information advantage in the US is near impossible. Estimize, which anonymously crowdsources earnings estimates from Wall Street professionals, attempts to offer one way to do so. Since this year, member predictions’ beat the Street 77% of the time – for instance, Intuitive Surgical, above.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

EBay has consistently surprised to the upside of both Wall Street and Estimize predictions, but the latter has come closer to factoring in the good news. The auction site has done a better job than many of its rivals in capturing mobile users – which drove a 23% increase in Q2 revenue.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Microsoft has been stronger than analysts expected, and while not immune to market gravity, Estimize users tipped earnings to fall more slowly than more widely expected. Even on mainstream estimates the stock is not
ambitiously priced at 14.5 times earnings versus a sector average of 16.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Short interest in biotech sector stocks such as Alexion Pharmaceuticals has risen on cyclicality this year, and while positive surprises have routed some of the bears, there remains outstanding interest in the company. A Q3 surprise could provide further upward impetus via a round of short covering.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Netflix has proved to be a moving target this year, as analysts attempted to understand the impact of the end of its exclusive film distribution
deal, domestic US saturation and overseas potential. Estimize users have proved better at predicting the downside surprises than the upside.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Biotech business Amgen has rocketed in 2012, with a 55% year-to-date gain versus 10.96% on the Dow Jones Industrial Average. While Estimize users were some way short of anticipating the kind of explosive growth it has venjoyed, they got a lot closer than the Wall Street consensus.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Displaying an unusually broad spread of divergence, Estimize overshot Amazon earnings at the end of 2011 while the consensus undershot, although the more optimistic prediction was the more exact. Since then Wall Street and Estimize have each won a quarter, with the Street expecting a weak Q3.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Estimize users have been almost exactly on the money on VMware, which produces software allowing computers to run multiple operating systems, versus the more downbeat consensus this year. Q2 earning strength wasdriven by acquisitions and aftermarket servicing performance.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

We use cookies to give you the best experience on our website. You can continue to use the website and we'll assume that you are happy to receive cookies. If you would like to, you can find out more about cookies and managing them at any time here. This site is for Professional Investors only, please read our Risk Disclosure Notice for Citywire’s general investment warnings

We use cookies to improve your experience. By your continued use of this site you accept such use. To change your settings please see our policy.